A detailed history of Charles Carroll Financial Partners, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Charles Carroll Financial Partners, LLC holds 34,905 shares of JPM stock, worth $8.13 Million. This represents 6.39% of its overall portfolio holdings.

Number of Shares
34,905
Previous 32,905 6.08%
Holding current value
$8.13 Million
Previous $4.77 Million 24.44%
% of portfolio
6.39%
Previous 5.93%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

BUY
$135.69 - $170.3 $271,380 - $340,600
2,000 Added 6.08%
34,905 $5.94 Million
Q2 2023

Aug 14, 2023

SELL
$127.47 - $145.44 $247,291 - $282,153
-1,940 Reduced 5.57%
32,905 $4.79 Million
Q1 2023

May 08, 2023

SELL
$124.91 - $143.8 $243,574 - $280,410
-1,950 Reduced 5.3%
34,845 $4.54 Million
Q4 2022

Feb 09, 2023

SELL
$101.96 - $137.84 $196,782 - $266,031
-1,930 Reduced 4.98%
36,795 $4.93 Million
Q3 2022

Nov 14, 2022

SELL
$20.73 - $120.58 $39,387 - $229,102
-1,900 Reduced 4.68%
38,725 $4.05 Million
Q2 2022

Jul 27, 2022

BUY
$112.61 - $135.91 $33,783 - $40,773
300 Added 0.74%
40,625 $4.58 Million
Q1 2022

May 12, 2022

BUY
$128.3 - $168.44 $19,886 - $26,108
155 Added 0.39%
40,325 $5.5 Million
Q4 2021

Jan 21, 2022

BUY
$153.94 - $171.78 $6.18 Million - $6.9 Million
40,170 New
40,170 $6.36 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $683B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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